See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,465 | $180,449+17.2% | $154,107+37.2% | $135,375+56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.60% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $18,736 | $6,035+210.5% | $5,298+253.7% | $4,779+292.1% |
| Participant deferral / active EE | $11,653 | $5,806+100.7% | $5,081+129.4% | $5,609+107.8% |
| Admin fee / account holder | $1,770 | $16,143-89.0% | $13,411-86.8% | $10,827-83.7% |